August 2, 2022
Press Release: Confluence’s ESG Solution Sees Accelerated Client Growth in 2022 Following Integration of Capabilities from Recent Acquisitions
A proven end-to-end, multi-source, multi-asset class ESG solution helps clients meet global ESG regulatory deadlines and streamlines ESG portfolio analysis and reporting.
July 26, 2022
In the news: Institutional Investor: These Active Managers Have Shined During the Downturn
Small-cap value managers beat their benchmarks by the largest margins in the second quarter and over the year to date, according to data from Investment Metrics.
June 30, 2022
Press Release: Confluence Ranks First in “Performance Attribution” at 2022 Chartis RiskTech BuySide50 Awards
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, announced today it has been ranked first in “Performance Attribution” at the 2022 Chartis RiskTech BuySide50 Awards.
June 22, 2022
Press Release: Confluence Appoints Sanjoy Chatterjee as Chief Strategy Officer
Signifying Confluence’s commitment to increasing value to clients.
May 28, 2022
In the news: Barron’s: De-Risking Moves More Corporate Plans Into Passive Strategies
Barron's reports: Market volatility is making a dent in pension plans.
May 25, 2022
In the news: Institutional Investor: The Bear Market Could Be the Last Best Chance for Active Managers to Prove Their Worth
Institutional Investor reports: A downturn is when active managers should shine. “We are now entering a period where we can start to test that thesis,” says BCG’s Neil Pardasani.
May 24, 2022
In the news: FundFire: Are Institutions Giving Value Strategies Another Look?
FundFire reports: Investment consultants say long-term investors are seeking more balance between the two equity investing styles.
May 24, 2022
In the news: CIO: De-Risking Moves More Corporate Plans Into Passive Strategies
CIO reports: Fees come down thanks to the shift, says a new study.